+109.0%
AAPL vs TMUS
+41.9%
+67.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -2.7% | -0.3% | -2.5% | -2.7% |
| 30D | +1.0% | +3.1% | -2.1% | +0.2% |
| 3M | +5.0% | +2.4% | +2.5% | +3.7% |
| 6M | +23.0% | -17.1% | +40.1% | +28.6% |
| YTD | +16.6% | -9.1% | +25.7% | +18.2% |
| 1Y | +33.4% | -23.6% | +57.0% | +42.8% |
| 3Y | +79.9% | +38.8% | +41.0% | +48.0% |
| 5Y | +109.0% | +43.0% | +66.1% | +75.7% |
| All | +109.0% | +41.9% | +67.1% | +75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TMUS.
Daily Out/Under-Performance
Portfolio return minus TMUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMUS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded TMUS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling